Value Briefs
Investment Strategies
Each hedge fund has its own “secret sauce” when it comes to investing, but what if you could get the inside track on what your favorite managers are thinking? Read what top managers are writing about their investment strategies here. You’ll find a wide range of opinions about the best ways to invest from leading managers from around the globe. Top managers are also weighing in on macro conditions, providing their insight and wisdom into how the world is affecting the U.S. and global markets. See opinions from Spruce Point, Kerrisdale Capital, John Huber, Praetorian Capital, KKR, Hawk Ridge, and more. Get up to date with all the latest hedge fund strategies and insights here.
Value Briefs
Doomsday Valuation Makes This Auto Stock A Buy
All About Buffett’s Edge
Value Briefs
Style Ratings For ETFs & Mutual Funds: 2Q18
45% Of Small Caps Have NO Analyst Coverage – Ben Graham Conference Elizabeth Lilly On Micro Cap Alpha
Three Ways To Invest Like A Sociopath
Jim Chanos Reveals Bet Against Dunkin’ Brands And Burger King; Raises Heat On Musk
Kyle Bass: Inflation Is A Worry But The Real Risk Is Excess Debt In China; Risk Parity Could Get Hit Hard
Howard Marks: The Two Main Risks In The Investment World
Value Factor: Improving The Tax Efficiency
Interview With Brad Lamensdorf Of The Short Squeeze ETF
Cooper Creek Shines On Short Side Again, Names Three New Short Positions
Bond Yield Seasonality
Sohn Next Wave Notes – No Paywall – Summary Version
Charlie Munger: The Parable Of Basicland
Value Briefs
John C. Bogle: Index vs Actively Managed Funds and Why Vanguard Is So Successful
Martin Whitman: A Value Pioneer At Third Avenue
Value Briefs
When Crisis Hits, Hold This Asset?
Commodities Flashing a Once-in-a-Generation Buy Signal

